NFP ProMembers get access to attend weekly and monthly sessions either live or recordings. The upcoming live session details and joining links are shared via email prior to sessions. Here is the list of schedule of past sessions. ProMembers can find the recordings of these sessions in the Members Login Portal.
8 November 2023
UpSkill
Topic
Roadmap to become an RIA RIA Clinic
Speaker
Team ARIA
1 November 2023
UpSkill
Topic
Close the Deal
Speaker
Gaurav Warman
Network FP
11 October 2023
UpSkill
Topic
Nick Murray's Golden Rules for PFPs Learnings from Advisor of Advisors
Speaker
Vivek Shah
Finrise
4 October 2023
UpSkill
Topic
PFP to SFP Workshop for CFPs
Speaker
World Financial Planning Day
Network FP
27 September 2023
UpSkill
Topic
Microsoft 365 for PFPs
Speaker
Puneet Agarwal
BanyanFA LLP
20 September 2023
UpSkill
Topic
Charity Planning
Speaker
Ashok Kumar ER
Infosys
13 September 2023
UpSkill
Topic
Team Building Insights from Industry Leaders
Speaker
Gaurav Warman
Network FP
6 September 2023
UpSkill
Topic
Compounding in practice
Speaker
Swarup Mohanty
Mirae
23 August 2023
UpSkill
Topic
MF Portfolio Review
Speaker
Bhavna Acharya
9 August 2023
UpSkill
